MSH Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.17M | Buy |
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|
2025
Q2 | $7.47M | Buy |
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|
2025
Q1 | $7.31M | Buy |
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|
2024
Q4 | $6.55M | Buy |
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|
2024
Q3 | $6.19M | Buy |
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|
2024
Q2 | $5.24M | Buy |
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|
2024
Q1 | $4.77M | Buy |
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|
2023
Q4 | $3.89M | Buy |
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|
2023
Q3 | $3.25M | Buy |
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|
2023
Q2 | $3.03M | Buy |
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|
2023
Q1 | $2.84M | Buy |
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|
2022
Q4 | $2.54M | Buy |
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|
2022
Q3 | $2.07M | Buy |
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|
2022
Q2 | $1.96M | Buy |
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|
2022
Q1 | $1.7M | Buy |
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|
2021
Q4 | $1.51M | Buy |
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